Administrative Assistant I - Part-time



The Administrative Assistant I performs a variety of administrative functions in support of the department and the department Manager and works to facilitate the smooth operation of the day-to-day department activities. This position will be 20 hours per week.


  • Greets visitors and callers, handles their inquiries, provides information to callers and/or visitors/guests, takes messages, and transfers/directs them to the appropriate persons according to their needs; respond to inquiries; research questions; resolve problems.
  • Composes and distributes meetings notes, routine correspondence, and reports.
  • Operates office equipment such as fax machines, copiers, and phone systems, and use computers for assigned work with spreadsheets, word processing, database management, and any other needed applications.
  • Prepares and processes incoming and outgoing mail; prepares responses to correspondence containing routine inquiries.
  • Creates and maintains spreadsheets for tracking purposes.
  • Performs data entry for preparation of comprehensive and individual financial goal analysis reports, asset allocation, sector analysis reports, etc.
  • Sets up, organizes, and maintains paper and electronic filing systems for records, correspondence, and other material including off-site storage, as needed in a logical and easily retrievable manner.
  • Maintains calendar; schedules appointments and meetings, and conference calls as needed; prepares agendas and make arrangements for meetings; makes travel arrangements.
  • Orders and ensures adequate and appropriate supplies are available for the department.


  • High School diploma or experience that enables performance in all aspects of the position.
  • 1-2 years administrative related experience required.
  • Demonstrates professionalism, initiative and good judgment and takes pride in work and accountability for mistakes.
  • Strong communication skills to effectively communicate with all levels of management and staff.
  • Ability to organize, prioritize and manage multiple tasks, responsibilities and deadlines.


Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to "virtually" meeting you.

Stifel is an Equal Opportunity Employer.


Secretaries and Administrative Assistants, Except Legal, Medical, and Executive


High School or Equivalent


1 to 2 years

Job type

Part time

Salary Range
$28,000.00 - 46,000.00
per Year
Salary range estimated by
Center Valley, PA 18034, US
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